Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,766 | $198,457-57.8% | $170,435-50.9% | $147,586-43.2% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 17.00% | 257.30%-240.3pp | 205.94%-188.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $7,978 | $6,183+29.0% | $5,432+46.9% | $4,876+63.6% |
| Participant deferral / active EE | $4,912 | $5,629-12.7% | $4,939-0.6% | $5,439-9.7% |
| Admin fee / account holder | $6,021 | $16,852-64.3% | $13,881-56.6% | $10,886-44.7% |